Purchases and Sales Made in Q4 2023 in Pimco ETF Tr 1 5 Yr Us Tips In (STPZ)
This table provides information about the institutional ownership of Pimco ETF Tr 1 5 Yr Us Tips In (STPZ) during Q4 2023. The information is specifically focused on institutions that hold shares of PIMCO ETF TR 1-5 YR US TIPS IN.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
246K+ 24.72% |
$12.2M - $12.6M
|
1.24M
$65.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
215KNew |
$10.7M - $11M
|
215K
$11.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
68.6K+ 19.11% |
$3.42M - $3.52M
|
428K
$22.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
68.6K+ 19.11% |
$3.42M - $3.52M
|
428K
$22.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
67.7KNew |
$3.37M - $3.47M
|
67.7K
$3.57M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
65.3K+ 34.36% |
$3.25M - $3.35M
|
255K
$13.5M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
24.5K+ 502.97% |
$1.22M - $1.26M
|
29.4K
$1.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23.6K+ 44.41% |
$1.17M - $1.21M
|
76.7K
$4.04M
|
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
22.3KNew |
$1.11M - $1.14M
|
22.3K
$1.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
22.3KNew |
$1.11M - $1.14M
|
22.3K
$1.18M
|
|
|
Feb 01, 2024
Q4 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
19.9K+ 17.02% |
$992K - $1.02M
|
137K
$7.23M
|
|
|
Jan 26, 2024
Q4 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
12.8K+ 56.56% |
$638K - $656K
|
35.5K
$1.87M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
12KNew |
$597K - $614K
|
12K
$633K
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
11.8K+ 98.01% |
$588K - $606K
|
23.9K
$1.26M
|
|
|
May 30, 2024
Q4 2023
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
10.6KNew |
$526K - $541K
|
10.6K
$557K
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
9.6KNew |
$478K - $492K
|
9.6K
$506K
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
9.36KNew |
$466K - $480K
|
9.36K
$494K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
8.71K+ 11.59% |
$434K - $446K
|
83.8K
$4.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
7.52KNew |
$375K - $386K
|
7.52K
$397K
|
|
|
Apr 30, 2024
Q4 2023
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
6.87KNew |
$342K - $352K
|
6.87K
$363K
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
6.54KNew |
$325K - $335K
|
6.54K
$345K
|
|
|
Feb 13, 2024
Q4 2023
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
5.2K+ 26.2% |
$259K - $266K
|
25K
$1.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
5.11K+ 100.0% |
$254K - $262K
|
10.2K
$539K
|
|
|
Feb 13, 2024
Q4 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
4.36KNew |
$217K - $223K
|
4.36K
$230K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
4.11K+ 11.71% |
$204K - $210K
|
39.2K
$2.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.95KNew |
$197K - $202K
|
3.95K
$208K
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
3.62K+ 49.47% |
$180K - $185K
|
10.9K
$576K
|
|
|
Feb 01, 2024
Q4 2023
|
Burt Wealth Advisors
|
BUY
|
- |
3.59K+ 25.86% |
$179K - $184K
|
17.5K
$922K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2.69KNew |
$134K - $138K
|
2.69K
$142K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.99KNew |
$99.1K - $102K
|
1.99K
$105K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.95K+ 12.21% |
$96.9K - $99.8K
|
17.9K
$944K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.92K+ 2.76% |
$95.8K - $98.6K
|
71.6K
$3.78M
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.83KNew |
$91.3K - $94K
|
1.83K
$96.8K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.03K+ 20.54% |
$51.4K - $52.9K
|
6.06K
$320K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.01KNew |
$50.4K - $51.9K
|
1.01K
$53.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
929+ 2.71% |
$46.2K - $47.6K
|
35.3K
$1.86M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
886+ 20.19% |
$44.1K - $45.4K
|
5.27K
$278K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
866+ 10.7% |
$43.1K - $44.4K
|
8.96K
$473K
|
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
640+ 5.17% |
$31.9K - $32.8K
|
13K
$687K
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
600+ 3.35% |
$29.9K - $30.7K
|
18.5K
$977K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
560+ 166.67% |
$27.9K - $28.7K
|
896
$47.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
479+ 1.96% |
$23.8K - $24.5K
|
24.9K
$1.31M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
405+ 5.19% |
$20.2K - $20.8K
|
8.2K
$433K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
355+ 398.88% |
$17.7K - $18.2K
|
444
$23.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
259New |
$12.9K - $13.3K
|
259
$13.7K
|
|
|
Feb 02, 2024
Q4 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
250+ 1.52% |
$12.4K - $12.8K
|
16.7K
$882K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
235New |
$11.7K - $12K
|
235
$12.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Destination Wealth Management
|
BUY
|
- |
179+ 1.11% |
$8.91K - $9.17K
|
16.4K
$863K
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
160+ 3.04% |
$7.96K - $8.2K
|
5.43K
$286K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
146New |
$7.27K - $7.48K
|
146
$7.7K
|